If you or a loved one has disabilities or special needs, you know that the costs related to care can be substantial. The good news is you may be able to reduce these costs by maximizing the tax strategies available to you.
2025 Retirement Savings Contributions
Good news! The IRS has increased the employee contribution limit for 401(k) and other retirement plans for 2025.
Possible credits and deduction changes to keep in mind.
If you have changed employers over the course of your career, you probably know not all 401(k) plans are created equal. They contain different fees, investment options, contribution limits, etc.
Well-organized tax records can make the tax return preparation process significantly easier for everyone involved. As you prepare to submit your tax documents, please take note of the following important details:
Those who are newly married often are asked the question, “Will you be changing your last name?”
Why wait until tax season to prepare for your upcoming tax filing requirements? Taking some proactive steps before tax season is in full swing can help alleviate stress for both you and your CPA when it comes time to prepare your returns.
I have a confession to make.
Many people are familiar with the basic benefits available to veterans, but did you know there are programs that could be beneficial to building a comprehensive financial plan? In this article, we will discuss several programs, resources and benefits that are available to qualifying veterans that could help with financial planning.
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